Filed April 1, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,738 | $89,753-3.4% | $107,525-19.3% | $84,808+2.3% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 14.23% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,623 | $3,113-15.8% | $3,754-30.1% | $2,631-0.3% |
| Participant deferral / active EE | $4,968 | $4,056+22.5% | $5,116-2.9% | $4,212+18.0% |
| Admin fee / account holder | $5,081 | $7,222-29.6% | $8,919-43.0% | $7,344-30.8% |